Broker Check

Cedar Rapids Office

4840 North River Boulevard NE,

Suite 100
Cedar Rapids, IA 52411

Services Offered:

With each prospect, we begin the conversation by listening intently to grasp the unique intricacies of each situation.  Equipped with this insight, Tom diligently crafts proposals and recommendations, tailored with specificity to align with the desired financial goals.

Financial Planning:

“Financial planning subject areas” denotes the basic subject fields covered in the financial planning process which typically include, but are not limited to:  

  • Retirement Income Planning
  • Investment (pre-retirement) Planning
  • Estate/Legacy Planning
  • Charitable Planning
  • Investment Income Tax Strategies
  • Insurance Planning and Risk Management
  • Financial Statement preparation and analysis (including cash flow analysis/planning and budgeting)
  • Education Planning
  • Pre/Post Divorce Planning